Heckerling Review 2018
with Kevin Matz, Esq.

If you missed Heckerling this year you won't want to miss the annual review. Join EPCNYC along with the UJA-Federation of New York, Estate Planning Committee of the New York State Society of CPA's, and the Foundation for Accounting.

Mr. Matz has also advised clients on entity and succession planning, including the use of family limited partnerships, the use of grantor retained annuity trusts, transfers to irrevocable trusts involving complex valuation issues, qualified personal residence trusts, irrevocable life insurance trusts, and the use of charitable remainder trusts, charitable lead trusts and private foundations to further both family planning and philanthropic objectives.

Mr. Matz is a Fellow of the American College of Trust and Estate Counsel ("ACTEC"), and has written and spoken extensively about the use of family limited partnerships and various other leveraged transfer techniques, as well as on estate planning strategies for groups ranging from private equity fund managers to professional athletes. He has been frequently cited in the professional literature, including at the Heckerling Institute on Estate Planning, for his innovative solutions and analysis.

Mr. Matz is also a certified public accountant.

1 CPE Credit will be given to those who pre-register and sign in and out at the event.